ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,823 | -4.9% | 6,148 | -0.7% | 0.03% | -3.6% |
| Q2 2023 | $387,873 | -5.7% | 6,194 | -6.7% | 0.03% | -3.4% |
| Q1 2023 | $411,280 | +2.8% | 6,639 | -4.0% | 0.03% | -6.5% |
| Q4 2022 | $400,272 | -4.9% | 6,915 | -16.4% | 0.03% | -11.4% |
| Q3 2022 | $421,000 | -19.8% | 8,267 | -10.2% | 0.04% | -16.7% |
| Q2 2022 | $525,000 | -35.4% | 9,210 | -24.6% | 0.04% | -22.2% |
| Q1 2022 | $813,000 | -10.4% | 12,211 | -4.5% | 0.05% | -8.5% |
| Q4 2021 | $907,000 | +117.5% | 12,789 | +124.6% | 0.06% | +78.8% |
| Q2 2021 | $417,000 | +4.0% | 5,694 | -0.2% | 0.03% | -15.4% |
| Q1 2021 | $401,000 | -3.4% | 5,708 | -7.7% | 0.04% | -9.3% |
| Q4 2020 | $415,000 | +75.8% | 6,181 | +53.0% | 0.04% | +138.9% |
| Q3 2020 | $236,000 | -37.9% | 4,040 | -34.2% | 0.02% | -62.5% |
| Q4 2019 | $380,000 | – | 6,138 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |